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Petrus Trust Company’s American Electric Power AEP Stock Holding History

Petrus Trust Company’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,732
Closed -$299K – 503
2025
Q1 		$299K Buy
+2,732
New +$277K 0.03% 399
2023
Q4 		– Sell
-3,912
Closed -$294K – 591
2023
Q3 		$294K Buy
+3,912
New +$318K 0.03% 395
2023
Q2 		– Sell
-2,601
Closed -$237K – 572
2023
Q1 		$237K Sell
2,601
-1,394
-35% -$128K 0.03% 409
2022
Q4 		$379K Buy
+3,995
New +$364K 0.05% 175
2021
Q4 		– Sell
-2,710
Closed -$220K – 136
2021
Q3 		$220K Buy
+2,710
New +$237K 0.02% 64

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Petrus Trust Company's AEP Position: Q2 2025 in Review

Petrus Trust Company sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 2,732 shares — an estimated $299K sold.

Petrus Trust Company first reported a position in AEP in Q3 2021 and held it in 5 quarters. The position peaked at $379K in Q4 2022. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Petrus Trust Company reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,732 American Electric Power shares in Q2 2025, an estimated $299K.
  • Petrus Trust Company first reported a position in American Electric Power in Q3 2021 and held it in 5 quarters.
  • Petrus Trust Company's American Electric Power position peaked at $379K in Q4 2022.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.